INDIA
MC Exclusive: Even die-hard optimists will be surprised: Maran Govindasamy on where value still hides in Indian markets
One of the most successful PMS/AIF manager, Unifi Capital’s Maran Govindasamy says markets are polarized — with 20% of stocks still cheap, 60% in bubble territory, and investors confusing optimism with earnings reality
INDIA
MC Exclusive: Valuation risk, not AI or tariffs, is the biggest threat to markets says Unifi Capital’s Maran Govindasamy
Maran Govindasamy of Unify Capital — among India’s earliest PMS and AIF managers with a stellar long-term track record — says, mutual fund investors with short-term focus might end up disappointed due to current valuations
INDIA
MC Exclusive: Collective promoter selling concentrated in expensive sectors, a clear signal of overvaluation: Unifi Capital’s Maran Govindasamy
In his first ever interaction with media, Govindasamy also cautioned against high IPO valuations. If someone skips all IPOs, they might miss a few opportunities but will save themselves a lot of pain in the future, he said
INDIA
Diwali Blockbuster: Only 20% of stocks are cheap, says PMS/AIF veteran — markets headed for lower returns, higher volatility
Maran Govindasamy of Unify Capital — among India’s earliest PMS and AIF managers with a stellar long-term track record — says only about 20% of the market is cheap today, and even that comes with legitimate concerns.
BUSINESS
Picture Abhi Baaki Hai: Prashant Jain on market reversal, sector shifts, and the road to steady compounding
After 15 months of time correction and fading excesses, the veteran investor believes the stage is set for steady, double-digit compounding — but cautions that investors must dial down expectations and stick with large caps.
INDIA
Prashant Jain sees upward market breakout after 15-month time correction
The veteran fund manager tells The Wealth Podcast that the market is poised for an upward breakout after a “healthy” consolidation, with valuations stabilising, foreign selling absorbed, and earnings growth back in sync with fundamentals.
BUSINESS
Two to Tango: Tata Capital and LG IPOs to siphon liquidity, starving secondary markets
Domestic institutions have deployed about Rs 33,000 crore per week on average this year—two mega issues alone will absorb most of that
BUSINESS
From fiscal easing to IPO frenzy: SBI MF’s investment head spills all
Dinesh Balachandran shares his sharp insights on earnings, consumption, valuations, and the hype around India’s new-age stocks and IPOs
BUSINESS
Indices weighed down by ‘tired business models’, says SBI MF’s Balachandran
India’s largest asset manager warns IT, pharma and consumer heavyweights are “mature, tired models,” driving investor hunger for new-age IPOs, but valuations remain key.
INDIA
MC Explains | RBI’s capital market lending revamp: What’s changing and why it matters
The RBI has announced changes in the lending norms and limits for banks that point to easier flow of funds to capital markets through the banking route
BUSINESS
The end of passive? Index investing is risk disguised in safety, says global fintech founder Mukul Pal
From Dalal Street to Wall Street, Pal has spent 25 years challenging market-cap benchmarks. Now his live models are beating indices worldwide—and he’s betting on a new era of probabilistic investing.
BUSINESS
MC Exclusive: Jim Rogers on India, China, the Dollar, Gold and Silver: Where global markets are headed
In an exclusive conversation with Moneycontrol, legendary investor Jim Rogers shares his views on Indian equities, China’s valuation edge, the dollar’s safe-haven status, and why silver may soon outshine gold.
INDIA
MC Exclusive: Samir Arora on betting on new-age tech and playing the GST cut
Listed start-up valuations are far more sensible than in the unlisted space, but betting on GST beneficiaries is not straightforward, the veteran manager says
BUSINESS
AI boom mirrors dot-com, gold’s frenzy tests ‘greater fool’ theory, says Adrian Mowat
The veteran Emerging Markets strategist said AI valuations are soaring but stable, while gold is rallying on momentum and de-dollarization trend, which investors should ride cautiously, eyeing sell triggers
BUSINESS
Trump tariffs unfair on India, China to outperform as headwinds weigh: Adrian Mowat
The Emerging Market Strategist said trade frictions, visa curbs, and costly valuations as near-term drags for India, while Brazil and China ride policy support, tech strength, and capital flows.
BUSINESS
Samir Arora: People are asking the wrong question on H1-B visa issue by focussing on the math
The margin math looks modest, but visa shocks reinforce a hostile US stance, AI disruption, and weak growth, weighing on Infosys, TCS and other IT peers.
BUSINESS
Trump’s H-1B fee shock eases but Indian IT faces gathering storms
A White House climbdown softens immediate visa pain, yet wage hikes, outsourcing taxes and macro headwinds threaten margins and valuations
BUSINESS
MC Exclusive | Sunil Singhania: New-age firms face risk as competition chases market cap, not profits
Abakkus founder says investors must weigh valuations, profitability and rising disruption risk in high PE businesses
BUSINESS
MC Exclusive: Investors must share blame for India Inc’s reluctance to sacrifice margins for growth, says Sunil Singhania
In a growth economy with nominal growth of 10 per cent or more, management of companies will weak growth will need to introspect on how to up their game
BUSINESS
MC Exclusive: Sunil Singhania’s top sector bets bypass obvious consumption plays
Abakkus founder backs discretionary names, pharma, chemicals and engineering over pricey consumer staples and autos
BUSINESS
MC Exclusive: Sunil Singhania on the Wealth Formula: High tariff not base case; second half earnings could surprise on low expectations
While September will “optically look good” given the weak base last year, December and March should see a significant turnaround, according to the veteran fund manager.
BUSINESS
Why Rajeev Thakkar loads up on US tech but won’t touch Chinese stocks
US tech offers growth and resilience, while China’s legal grey areas make them risky
INDIA
PPFAS’s Rajeev Thakkar: Shakeout needed for next leg up, sideways markets offer breather
Hyper competition and valuation premiums rather than tariffs keeping a lid on stocks prices, according to Thakkar
BUSINESS
80% of headwinds behind us; GST cut already priced in by markets, says Sunil Singhania
Singhania of Abakkus calculates that lower GST, tax cuts, and softer EMIs translate into roughly ₹20,000 crore per month of additional consumer liquidity.
